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研报掘金丨中信建投:维持工业富联“增持”评级,在AI服务器领域处世界领先地位

Research Report: CITIC Construction Investment: Maintaining IFF's “Gain” Rating and Leading the World in the AI Server Field

Gelonghui Finance ·  Mar 19 15:35
Gelonghui, March 19 | CITIC Construction Investment Securities Research Report indicates that IFF (601138.SZ) is the world's leading high-end intelligent manufacturing and industrial Internet solution service provider. In the trend of generative AI booming, the company works with top global customers to promote the advancement of AI technology and continuously improve its business performance and industry position. As the cornerstone of AI development, computing power plays a critical role in the development of AI. AI servers and high-speed switches are expected to continue to increase in revenue share in the AI development trend. The company is in a leading position in the AI server field, leading in shipping volume, and has deep high-speed switch technology. The company is expected to fully benefit from the rapid growth of the industry in the future. Maintain an “Overweight” rating.

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